Good morning and happy Halloween. Regular readers will know that Unhedged is not particularly bullish. The six-word summary: recession likely, not enough priced in. Most people, or rather most of the people we read and talk to, seem to be equally spooked (to use the seasonally appropriate term). Indeed, a question we have written about before and will have to do again before long is “if everyone is really so bearish, why isn’t the market lower?”
早上好，万圣节快乐。常看我们这个栏目的读者，都知道《市场见闻》栏目不是特别看涨。我们的总结：可能会出现衰退，但没有充分反映出来。大多数人，或者更确切地说，我们阅读和交谈的大多数人，似乎都同样疑神疑鬼(用一个季节性的恰当术语)。事实上，我们以前曾写过一个问题，不久之后还将再次讨论这个问题：“如果所有人都真的那么看空，为什么市场没有下跌？”
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